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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $835 | $115,866-99.3% | $65,328-98.7% | $139,456-99.4% |
| Participation rate | 70.0% | 67.8%+2.2pp | 64.9%+5.1pp | 80.3%-10.3pp |
| Annual return | 0.00% | 31.21%-31.2pp | 47.39%-47.4pp | 373.45%-373.4pp |
| Employer contribution / active EE | $245 | $2,600-90.6% | $1,692-85.5% | $4,753-94.9% |
| Participant deferral / active EE | $398 | $4,242-90.6% | $2,832-86.0% | $6,711-94.1% |
| Admin fee / account holder | $13 | $6,705-99.8% | $4,116-99.7% | $11,407-99.9% |